Information
GRNJ ranks among the fastest-growing actively managed small- and mid-cap equity ETF launches with mo...
Original sourceAI Summary
As of February 23, 2026, GRNJ has grown to over $384 million in AUM, positioning it favorably in the small- and mid-cap ETF market. The latest rebalance, introducing 18 new stocks, reflects a strategic focus on quality cyclical and value equities, indicating potential for enhanced performance amid positive macro trends.
Sentiment Rationale
The fund's rapid growth and strategic rebalance indicate robust investor demand. Historically, similarly managed ETFs have seen price appreciation with significant AUM increases, reflecting higher investor confidence.
Trading Thesis
We recommend a bullish position on GRNI, expecting growth in AUM and stock performance in the next 6-12 months.
Market-Moving
- GRNJ's AUM surpassing $384 million signals increasing investor confidence.
- The significant rebalance with 18 new stocks may enhance portfolio performance.
- Market trends favor small- and mid-cap equities, benefiting GRNI.
- Tom Lee's market outlook predicts a positive year for equities.
Key Facts
- GRNJ has surpassed $384 million in AUM as of Feb 23, 2026.
- February 2026 rebalance features 18 additions and 11 deletions in portfolio.
- New holdings emphasize quality cyclical and value stocks for favorable macro backdrop.
- Investors increasingly favor small- and mid-cap equity strategies like GRNJ.
- Fundstrat's thematic research influences stock selection and portfolio adjustments.
Companies Mentioned
- Fundstrat Capital (N/A): Leading the strategic direction of GRNJ.
- Array Technologies (ARRY): Added to GRNJ, reflecting positive growth outlook.
- Domino's Pizza (DPZ): Recent addition may cater to consumer discretionary trends.
- Huntington Ingalls Industries (HII): Added for its cyclical recovery potential.
Corporate Developments
This fits within 'Corporate Developments' as it highlights GRNJ's growth and adjustments in its portfolio strategy. With investor reallocations and macroeconomic factors at play, this movement indicates a larger trend favoring actively managed ETFs.